See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,197 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,563 | $50,982-89.1% | $154,803-96.4% | $85,563-93.5% |
| Participation rate | 93.4% | 59.8%+33.6pp | 78.1%+15.4pp | 66.0%+27.5pp |
| Annual return | 12.48% | 30.35%-17.9pp | 58.88%-46.4pp | 31.51%-19.0pp |
| Employer contribution / active EE | $525 | $1,708-69.3% | $4,305-87.8% | $2,654-80.2% |
| Participant deferral / active EE | $678 | $2,474-72.6% | $5,540-87.8% | $4,375-84.5% |
| Admin fee / account holder | $86 | $846-89.9% | $14,329-99.4% | $834-89.7% |